Pricing

One Time Payment. No Monthly Fee Ever.

Features

An Extended List of Advanced Features

Free forever. Powerful Upgrade Options.

Light Version
Free

  • Up to 4 Categories
  • Up to 20 Subcategories
  • Automatic Categorization
  • Budget Planning
  • Mortgage Calculator
  • Account Balances
  • Net Worth Tracker
  • Portfolio Management
  • 5 Analytic Views

Advanced Version
$50

  • All in Light Version Plus:
  • Up to 15 categories
  • Up to 225 Subcategories
  • 30-year Forecasts
  • Retirement Analysis
  • 8 Summary Reports
  • Custom Sheet
  • Unlimited Updates
  • Priority Customer Support

Simple Options, Unbeatable Value

Whether you’re looking to simply track your expenses, budget your spending or plan for retirement, we’ve got you covered!

FeaturesFree VersionAdvanced Version
PriceFree$50
Custom Categories415
Custom Subcategories20225
Number of TransactionsUnlimitedUnlimited
Automatic Categorization
Budget Planning
Mortgage Calculator
Account Balances
Net Worth Tracker
Portfolio Management
Monthly Analytic View
Versus Analytic View
Cash Flow View
Actuals Analytic View
Summary Analytic View
30-year Forecasts
Retirement Analysis
8 Summary Reports
Custom Sheet
Unlimited Updates
Priority Customer Support
This is the most comprehensive excel template I’ve seen to manage my finances! It’s clear and intuitive and definitely helped me put my personal finances in order
Malcom Staley
Happy Customer
Honestly, for the price, I don’t think there’s anything better out there. The spreadsheet covers every aspect of personal finances, it’s way more than just an expense tracking spreadsheet.
Taylor Crank
Happy Customer
I was using an personal finance online app before and was frustrated by the lack of customization. I knew Excel was the way to go but I couldn’t find the motivation to build a spreadsheet myself. So thank you Nick for saving me days by offering your spreadsheet!
Chad Hill
Happy Customer
I use the spreadsheet to keep track of my net worth and check when I need to reallocate my portfolio, which is very easy with the spreadsheet. Love the forecast sheet too, it gives you a glimpse of the future!
Diane Gowdy
Happy Customer

Common Questions

Our Budget & Personal Finance Spreadsheet works with Microsoft Excel (2013 or newer).

Note that our spreadsheet is NOT compatible with Google Sheets nor Apple Numbers.

Absolutely, the spreadsheet works both on Windows and Mac computers

Unfortunately, Excel Online and Excel on Android / IOS are too limited to properly run our spreadsheet. Various features of our product require advanced calculations, functions and macros (VBA) which are not available in the online / mobile version of Microsoft Excel. As a consequence, the spreadsheet will not operate as intended when opened on these devices.

When downloading our Personal Finance Spreadsheet, you will receive two files:
– Excel Template (.xlsb): Main excel spreadsheet to run your personal finances
– Demo Content (.xlsb): Excel spreadsheet filled with demo content used as an example so you can quickly understand how the spreadsheet works

No, each license is individual and allows for the use of the spreadsheet on one computer by one user. Should you require additional licenses, please proceed with multiple purchases.

Absolutely, we made our spreadsheet as user friendly as possible. The great thing with pre-built templates is that you don’t need to know how they work to use them and benefit from them.

Yes, we have an online documentation available on our website